Rory Percival

Adviser tips

'Be reasoned and reasonable with cashflow planning' - Rory Percival

Common-sense approach

clock 27 November 2018 • 1 min read

Regulation

PA360 North: PROD non-compliance makes firms 'easy FCA target'

'Fewer than 1% of firms PROD-compliant' - Rory Percival

clock 17 October 2018 • 2 min read

Wrap/platforms

'PROD': Can rules help bring down platform switching costs?

'Standardised approach simplifies and saves costs'

clock 10 October 2018 • 4 min read

Adviser tips

Rory Percival publishes DB transfer guide for advisers

Covers guidance, suitability, risk controls

clock 03 September 2018 • 1 min read

Wrap/platforms

'PROD': Why the FCA's sharpened teeth can't be ignored in platform selection

'Failure to pay attention can result in enforcement'

clock 16 August 2018 • 5 min read

Investment

Five trends in the decumulation market

'Equities are not the enemy'

clock 13 July 2018 • 4 min read

Adviser tips

Rory Percival: Client files must include 'colour and detail' to satisfy FCA

Put detail in suitability reports

clock 11 July 2018 • 2 min read

Technology

CashCalc teams up with Rory Percival on TVC tool launch

Ahead of new regulation

clock 04 June 2018 • 1 min read

Your profession

Rory Percival launches cashflow planning best practice guide

Available from 2 May

clock 01 May 2018 • 2 min read

Regulation

PA360: FCA will find advice market non-competitive - Rory Percival

'It will have to lead with product intervention and product governance'

clock 24 April 2018 • 1 min read